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Workbench

Find out how much AI-matching Improves Your Reconciliations.

You shouldn't have to take a vendor's word for how well their matching works.

That's why we offer two free ways to see how much of your manual matching Matchimus could take on.

Finance professional holding reconciliation reports

Two Ways to Get Started

We run it for you

Submit your data. Get a tailored Proof of Value report.

Upload a sample to the Workbench and we’ll run it through Matchimus.

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What you get:

  1. Your baseline vs. boosted match rate, side by side.

  2. The mismatches your current process missed.

  3. Hours saved per cycle, ready for your steering committee.

Format

Secure upload · Zero-PII

Output

Proof of Value report

Secure Portal Login / Register

Estimate it yourself

Run BenchRec against your own system.
 

Run the public BenchRec dataset (ACM ICAIF 2023, free on Kaggle) through your current matching process, then score it with our script.

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What you get:

  1. A match-rate baseline you can compare with any vendor’s published score.

  2. An estimate of what AI matching would add, measured against Matchimus’s BenchRec score.

Format

CSV

Best for

Internal validation

Access Dataset on Kaggle

Measured on your data

Security

Institutional-Grade Data Governance

You don't need to submit sensitive identifiers or live account data. Everything runs under a Zero-PII framework - anonymised before it reaches us.

Operations analyst wearing a headset at a computer

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No personal data icon

Anonymised before upload

Use our mapping schema to anonymise your data before it leaves your environment.

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Encrypted in transit

Every upload is encrypted in transit over HTTPS.

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Reviewed by our team, delivered to yours

Your report is prepared by our technical team and returned to your secure Workbench - no email attachments, no shared links.

Prepare Your Data

What you get back

The Data for the Business Case

Your Uplift Report gives your finance director and steering committee three specific outputs:

01

Where your rules break down

The exact transaction types and narrative patterns your current logic can't handle - and how many of them there are.

02

How much of your team's time is manual

A projected reduction in manual touchpoints based on your actual exception volume - expressed as FTE time and cost.

03

How your system handles what's coming next

A score showing how well your matching logic copes with new narrative patterns - without needing rule updates or manual fallback.

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Your starting point

Know where you stand before you change anything.

Upload your data and get a clear baseline for your match rate, manual intervention rate, and the gap Operartis closes.

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Finance Ops

I Manage Finance Ops

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Quantify your Manual Intervention Rate and the FTE savings beyond it.

  • Manual Intervention Rate (MIR)

  • FTE Savings

  • ​Business Case Data

Measure My Baseline

Technical Teams

I Build Reconciliation Systems

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Get a Proof of Value on your data - zero-PII datasets, real-world transaction patterns.

  • ML Lift Score

  • Zero-PII Data Schema

  • Exception-Level Diagnostics

Access the portal

What you get back

Test it safely, Without touching production.

Everything runs on historical data in an offline layer. Nothing touches your live production systems until you decide it should.

Stage 2

Move to assisted matching (Human-in-the-Loop).

High-confidence matches go to Matchimus. Lower-confidence ones go to your analysts. Your team's workload drops without losing control.

  • Only the matches that need a human get one.

  • Analysts accept or reject - and you track exactly how much time that saves.

What this eliminates:

The reputational and model risk of AI making unsupervised decisions.

Stage 1

Start in shadow mode.

We run alongside your existing process. Your team keeps working as normal; we just compare results.

  • Matchimus produces match recommendations with confidence scores.

  • Your team compares results against your current engine.

  • ​You receive an uplift report showing exactly where Matchimus outperforms your current logic.

What this eliminates:

The risk of a bad match affecting live operations or causing payment errors.

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Your starting point

A staged rollout on your terms.

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Stage 1: Shadow mode

  • Runs on your historical reconciliation files

  • Returns an uplift report - match rate, accuracy and exception breakdown

  • You only move to Stage 2 when the numbers hit agreed thresholds

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Stage 2: Assisted matching

  • High-confidence matches go to Matchimus

  • You track acceptance rate, time saved and remaining exceptions

  • Automation only expands once the eligible slice hits threshold

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Stage 3: Partial automation

  • Start automating the safest transaction category only - exact matches with supporting rules

  • Everything else stays in assisted mode

  • The automated slice only grows after sustained reliability is confirmed

Case study: improving reconciliation auto-matching from 79% to 94% for a leading European bank

European bank: 79% to 94% auto-matched

How a leading European bank lifted its automated match rate from 79% to 94% with Matchimus.

Read the results
Case study: Tier 1 bank enhances trade settlement reconciliation

Case Study - Reconciliation Automation and AI in the Finance Industry

How a financial institution applied AI matching to its reconciliation and exceptions management.

Read the results
Case study: how machine learning matching saved a reconciliation team

Retail Case Study: How Machine Learning for Matching Saved a Reconciliation Team

How a retail reconciliation team cut its manual matching with Matchimus.

Read the results
Case study: general ledger to bank statement reconciliation

AI in the Financial Industry: General Ledger Reconciliation for a Major Credit Card Provider

How a major credit card provider used Matchimus to cut manual effort on its general ledger reconciliation.

Read the results

customer stories

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